Long-term investor
Peloton Wealth Strategists @pelotonwealthstrategists
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001080132).
Record
- Tracked since 2025-06-30 (454 days), 113 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +31.8%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K305 · 5.3% · long · since 2025-06-30
- 46435U515 · 3.8% · long · since 2025-06-30
- 46436E205 · 3.5% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- 46435UAA9 · 3.2% · long · since 2025-06-30
- 46436E726 · 3.2% · long · since 2025-06-30
- MA · 2.7% · long · since 2025-06-30
- CMI · 2.7% · long · since 2025-06-30
- 46435GAA0 · 2.7% · long · since 2025-06-30
- 46436E486 · 2.6% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- VRT · 2.5% · long · since 2025-09-30